Herold Advisors
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Herold Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Herold Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$292K Sell
3,719
-95
-2% -$7.73K 0.06% 223
2026
Q2 		$307K Sell
3,814
-1,074
-22% -$83.3K 0.06% 225
2026
Q1 		$351K Buy
4,888
+832
+21% +$61.8K 0.08% 204
2025
Q4 		$294K Sell
4,056
-1,712
-30% -$125K 0.07% 207
2025
Q3 		$424K Sell
5,768
-4,920
-46% -$353K 0.1% 175
2025
Q2 		$748K Sell
10,688
-40
-0.4% -$2.63K 0.16% 144
2025
Q1 		$694K Sell
10,728
-68
-0.6% -$4.56K 0.15% 153
2024
Q4 		$713K Buy
10,796
+1,624
+18% +$110K 0.16% 150
2024
Q3 		$605K Sell
9,172
-184
-2% -$11.6K 0.13% 171
2024
Q2 		$566K Sell
9,356
-28
-0.3% -$1.7K 0.13% 168
2024
Q1 		$586K Sell
9,384
-1,140
-11% -$67.4K 0.14% 158
2023
Q4 		$612K Sell
10,524
-1,072
-9% -$57.3K 0.17% 139
2023
Q3 		$604K Sell
11,596
-1,092
-9% -$59.9K 0.18% 137
2023
Q2 		$698K Sell
12,688
-44
-0.3% -$2.31K 0.21% 123
2023
Q1 		$671K Buy
12,732
+3,472
+37% +$185K 0.23% 109
2022
Q4 		$472K Buy
9,260
+932
+11% +$47.5K 0.2% 120
2022
Q3 		$391K Hold
8,328
– – 0.19% 129
2022
Q2 		$410K Hold
8,328
– – 0.18% 132
2022
Q1 		$495K Sell
8,328
-10,116
-55% -$593K 0.18% 130
2021
Q4 		$1.17M Sell
18,444
-344
-2% -$21.6K 0.46% 77
2021
Q3 		$1.11M Buy
+18,788
New +$1.14M 0.43% 75

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Herold Advisors's VO Position: Q3 2026 in Review

Herold Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q3 2026, selling an estimated $7.73K and leaving 3,719 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #223.

Herold Advisors first reported a position in VO in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2021. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Herold Advisors held 3,719 shares of Vanguard Morningstar Mid-Cap ETF worth $292K as of Q3 2026.
  • Herold Advisors sold 95 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $7.73K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Herold Advisors's portfolio in Q3 2026, its #223 holding.
  • Herold Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.17M in Q4 2021.
  • 835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.